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For Companies At a Glance
- Tasks: Support Wealth Planners with admin tasks and client interactions in a dynamic environment.
- Company: Join one of the UK's top Wealth Management firms, known for its growth and innovation.
- Benefits: Enjoy a competitive salary, hybrid working, and exceptional benefits including pension and bonuses.
- Why this job: Be part of a supportive culture that values flexibility and career development opportunities.
- Qualifications: 3+ years in Financial Planning support, strong attention to detail, and excellent communication skills required.
- Other info: Work in a vibrant City of London office with a focus on client satisfaction and compliance.
The predicted salary is between 32000 - 46000 £ per year.
One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London. This role offers an exceptional salary and benefits package, combined with the flexibility of a hybrid working model.
The Role:
- Provide crucial administrative support to Wealth Planners, ensuring compliance with company processes.
- Act as the first point of contact for clients, collaborating with the Client Services team and product providers.
- Assist Wealth Planners in client meetings, managing administrative tasks, and maintaining accurate client data records.
- Process new business for clients efficiently, ensuring accuracy in application paperwork and system updates.
- Serve as the primary contact for clients when appropriate.
Responsibilities:
- Meet the company's documentation standards with a focus on high accuracy.
- Support Wealth Planners in submitting cases to the paraplanning team.
- Handle finance queries, including invoices, billing, WIP, and commissions.
- Produce accurate Service Agreements when required.
- Demonstrate flexibility in supporting different key partners and stakeholders across the business.
- Efficiently coordinate central services such as paraplanning, valuations, and business processing to support the Planner's workflow.
- Prepare and submit CDD and new account paperwork for client onboarding, following the company's AML processes.
- Arrange client meetings, valuations, meeting packs, and manage Wealth Planners' diaries.
- Handle general client queries, escalating complex issues to the Planner, with an adaptable approach for clients in vulnerable circumstances.
- Meet and greet clients at respective locations.
- Manage client correspondence, post, and prepare letters of authority for signing.
- Prepare client application forms in line with suitability report recommendations, ensuring timely and accurate completion.
Candidate Requirements:
- Full understanding of the end-to-end Financial Planning process and have worked in a Financial Planning support capacity for 3+ years.
- Knowledge of Financial Planning products and systems, including experience with XPlan/Intelliflo and Voyant (desired).
- Proficient in Microsoft Office/Outlook, with strong numerical skills.
- Regulatory awareness and compliance understanding.
- Excellent customer service, interpersonal, and communication skills.
- Strong attention to detail, accuracy, and organizational skills.
- Ability to prioritize tasks effectively and work collaboratively with colleagues.
On Offer:
- Salary £38,000 - £46,000
- Exceptional Benefits inc Pension, PHI, PMI, IP, DIS
- Discretionary Bonus
- Hybrid working (3 days in office)
This is a great opportunity to work for a leading player in the UK wealth management sector who continue to grow and evolve year on year. They can provide a positive, flexible working environment for their staff along with genuine opportunities for longer term career development.
Wealth Planning Administrator employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Administrator
✨Tip Number 1
Familiarise yourself with the specific financial planning products and systems mentioned in the job description, such as XPlan, Intelliflo, and Voyant. Having a solid understanding of these tools will not only boost your confidence but also demonstrate your commitment to the role during any discussions.
✨Tip Number 2
Network with professionals already working in wealth management or similar roles. Attend industry events or join relevant online forums to connect with others in the field. This can provide you with valuable insights and potentially lead to referrals that could enhance your application.
✨Tip Number 3
Prepare to discuss your experience in handling client queries and managing administrative tasks effectively. Think of specific examples where you've demonstrated strong attention to detail and organisational skills, as these are crucial for the Wealth Planning Administrator role.
✨Tip Number 4
Research the company’s values and culture to align your approach during interviews. Understanding their focus on compliance and customer service will help you tailor your responses and show that you’re a great fit for their team.
We think you need these skills to ace Wealth Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning support. Emphasise your understanding of the end-to-end Financial Planning process and any specific software you have used, such as XPlan or Intelliflo.
Craft a Compelling Cover Letter: Write a cover letter that showcases your customer service skills and attention to detail. Mention how your previous roles have prepared you for the responsibilities listed in the job description, particularly in managing client data and supporting Wealth Planners.
Highlight Relevant Skills: In your application, be sure to mention your proficiency in Microsoft Office and any numerical skills you possess. Discuss your regulatory awareness and compliance understanding, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that all information is accurate and that your application meets the company's documentation standards, reflecting your strong attention to detail.
How to prepare for a job interview at mbf
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of the end-to-end Financial Planning process. Brush up on your knowledge of financial products and systems, especially XPlan/Intelliflo and Voyant, as these are highly desirable for the role.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, be prepared to discuss how you've maintained high standards in your previous work. Bring examples of how you've ensured compliance with documentation standards and handled client data meticulously.
✨Showcase Your Customer Service Skills
As the first point of contact for clients, excellent interpersonal and communication skills are essential. Prepare to share specific instances where you've successfully managed client queries or resolved issues, particularly in challenging situations.
✨Be Ready for Scenario Questions
Expect questions that assess your ability to prioritise tasks and work collaboratively. Think of examples where you've supported Wealth Planners or coordinated services effectively, and be ready to explain your thought process in those situations.
